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JPMorgan Chase

4,670 hedge funds and large institutions have $580B invested in JPMorgan Chase in 2025 Q2 according to their latest regulatory filings, with 249 funds opening new positions, 1,994 increasing their positions, 1,979 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

2% more funds holding

Funds holding: 4,6004,670 (+70)

1% more repeat investments, than reductions

Existing positions increased: 1,994 | Existing positions reduced: 1,979

9% less call options, than puts

Call options by funds: $9.99B | Put options by funds: $11B

Holders
4,670
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
936
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.99B
Puts
$11B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SB
4526
Semitam Bonam
New York
$208K
OWM
4527
Opes Wealth Management
California
$208K
RIG
4528
Renaissance Investment Group
Massachusetts
$208K
PWA
4529
PCG Wealth Advisors
Kansas
$207K
MAV
4530
Mason & Associates (Virginia)
Virginia
$207K
AWP
4531
Accretive Wealth Partners
New Jersey
$207K
BHWM
4532
Bay Harbor Wealth Management
Maryland
$207K
SFA
4533
Seneca Financial Advisors
New York
$207K
NWM
4534
Navigoe Wealth Management
California
$206K
EPAM
4535
Evelyn Partners Asset Management
$206K
CWA
4536
Cornerstone Wealth Advisors
Minnesota
$205K
PCM
4537
Penserra Capital Management
California
$205K
SA
4538
SRN Advisors
Pennsylvania
$204K
SCA
4539
Stuart Chaussee & Associates
California
$204K
TCM
4540
Traub Capital Management
Massachusetts
$204K
PFA
4541
Pettinga Financial Advisors
Indiana
$204K
MFF
4542
Michels Family Financial
Texas
$203K
VFG
4543
V2 Financial group
Illinois
$203K
FAM
4544
Forte Asset Management
New York
$203K
PD
4545
Planning Directions
Pennsylvania
$202K
PF
4546
Penney Financial
Texas
$202K
MG
4547
Marex Group
$202K
PFA
4548
Peak Financial Advisors
Colorado
$201K
CCM
4549
Colorado Capital Management
Colorado
$201K
AAMC
4550
Asset Allocation & Management Company
Illinois
$201K